Defined Benefit Consultant

January 4

🏰 Missouri – Remote

Although this job is listed in Missouri, this company may be open to hiring remote in other states.

🔔 Pennsylvania – Remote

Although this job is listed in Pennsylvania, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

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Ascensus

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Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

Retirement plan services • Education savings • ABLE accounts

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

📋 Description

• Manage client services and relationships to create “raving fan” clients • Protect, secure, and properly handle all confidential data held by Ascensus. • Achieve above 4+ average ratings on client survey forms. • Retain all existing profitable clients and prevent attrition. • Be the main contact for clients, advisors, CPAs and attorneys involved with the plans. • Identify and define clients’ problems and provide appropriate solutions. • Enter consulting time in time keeping system daily. • Complete billing and manage a book of business defined in annual goals. • Promote/sell additional special services to existing clients.

🎯 Requirements

• Five to ten years of experience in the retirement plan industry • Excellent understanding of plan administration, compliance testing and pension law. • At least three years of hands on experience with defined contribution (401(k)) plans, including record keeping and vendor issues if working primarily with defined contribution plans. • At least three years of hands on actuarial work with defined benefit plans, including cash balance plans if working primarily with defined benefit plans. Includes excellent understanding of funding methods and valuations. • May have to travel via car to visit clients in Southern California • May have to travel via car or airplane to visit clients outside of Southern California, where an overnight stay is required. • Good business sense to understand clients’ business needs • Team player • Self-motivated • Comfortable working with numbers • Excellent verbal and written communication skills, including public speaking, on the phone and presentation skills • Excellent delegation skills • Excellent computer skills in Excel, Word and Notes • Intermediate sales/negation skills